B · Normal
[The trading volume of the Korean stock market has plummeted 70% from the peak at the end of May] October 11th. For most of this year, South Korea has been a typical representative of the global AI boom. Today, by almost every indicator, South Korean stocks are rapidly losing investor attention. Market turnover has plummeted 70% from the peak at the end of May. Foreign investors are quickly withdrawing, and local Korean retail investors are also leaving the market. Behind this reversal is the over-reliance of the Korean stock market on Samsung Electronics and SK Hynix. Phillip Wool, director of portfolio management at Rayliant Global Advisors, said: "I think the biggest challenge for most investors, especially those who have only recently entered the Korean market because of the memory chip transaction, is that the easy money in this theme has been pocketed." He said that his fund has been taking profits on Korean AI stocks and is currently underweight SK Hynix and Samsung Electronics. Richard Tang of Julius Baer said: "We have observed that funds are increasingly returning to U.S. stocks, which has led to continued outflows of foreign capital from Korean stocks."
Global market intelligence 🕐 2026-10-11 09:33

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